Rick Creteau is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has been associated with Cetera and related entities since 2021. In addition to his advisory role, he has worked as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with LPL Financial since 2007 and has been associated with State Mutual Companies since 1989. Outside of advising, he works remotely for Bureau Veritas NA, where he researches and analyzes city building and zoning regulations related to commercial properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various investment strategies.

John Gill is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Questar Asset Management and Woodbury Financial Services. Outside of advisory roles, he is a trustee for a nonprofit organization serving children and serves on the board for a high school boys soccer boosters club. OSAIC Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and managed account solutions.

Richard Wallner is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held positions at firms including CUNA Brokerage Services, Taylor Wealth Management Partners, Lakeside Financial, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Fraser II is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.

Rachel Goldberg is a financial advisor with Merrill in Portsmouth, NH, holding Series 63 and Series 66 licenses and two years of industry experience. She has worked at Merrill since 2022 and previously held roles at Bank of America, Northwestern Mutual, Instacart, and District Taco. Outside of advising, she owns and operates Evelynn's Delights, a home-based bakery. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aimee Jacobs is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel for over two decades. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analyses and asset allocation guidance used to inform client decisions.

Matthew Sotir is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2005, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves in leadership and board positions with several Albanian cultural and religious organizations and founded Civic Voices of New England. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Paul Ziolkowski is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time with its predecessor, Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client solutions.

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brian Sliney is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Federated Investors and its affiliated entities from 2008 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gerry Weidema is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Northeast Planning Associates, Inc. for 15 years. His outside activities include involvement in non-variable insurance products related to life, health, long-term care, and group insurance. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from internal and external sources.

Irina Hultin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, she held positions at KPF Global and Allied Telesis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Luz Sandoval Kettle is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Lighthouse Credit Union and Visions Federal Credit Union, as well as experience as a cultural care au pair. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform approach.

David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to third-party money managers.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Timothy Bascom is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Douglas Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held prior roles at APW Capital, Sunpointe Investments, and Wells Fargo Advisors. Outside of his advisory work, he is a part owner and art dealer at New Hampshire Fine Art LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Mc Keea Fields is a financial advisor at LPL Financial with five years of industry experience. She has previously worked at firms including Morgan Stanley, Merrill, and Service Credit Union. Fields holds a Series 66 designation and is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.